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  Client Admin Article


This article is geared toward Wambi client admins.

We're excited to help our clients elevate the voice of their patients! This article outlines the different configuration settings available to help patients to share gratitude with their care team members through the Wambi patient portal.


Client account setting: Authentication required (ON)


All patient and family portals are configured, by default, to require one-time passcode (OTP) authentication. A random 4-digit code is generated for each new session and sent to the email address or mobile number that the portal user enters. The correct code must be entered in order to continue.


With this setting turned on, the patient experience will be:


  1. Access portal link
  2. Select location (if needed)
  3. Authenticate session with OTP
  4. Select care team member
  5. Share a message of gratitude with care team member
  6. Have the option to answer questions about experience with care team member
  7. Prompt: Respond with how to improve the experience (only if patient responded with "OK" "Fair" or "Poor" for at least one question)
  8. Nominate care team member for award (if enabled)
  9. Response submitted!



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Client account setting: Authentication not required (OFF)


A patient and family portal can be configured to allow patients and family members to access the portal directly without supplying an email/phone number or being required to enter an OTP code. This places the portal into a public mode, allowing patients and family members a more simple experience in the portal.


With this setting, if authentication is not required, the patient experience will be:


  1. Access portal link
  2. Select location (if needed)
  3. Select care team member
  4. Share a message of gratitude with care team member
  5. Have the option to answer questions about experience with care team member
  6. Prompt: Respond with how to improve the experience (only if patient responded with "OK" "Fair" or "Poor" for at least one question)
  7. Nominate care team member for award (if enabled)
  8. Response submitted!


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Client account setting: Chatbot


A patient and family portal can be accessed by chatbot, allowing users to access the portal directly without supplying an email/phone number or being required to enter an OTP code. This experience can be viewed here.


By enabling the chatbot on your portal, the patient experience will be:


  1. Scan the portal QR code or text client's chatbot code to 616-44-WAMBI (616-449-2624) and click the link that appears in the messaging app
  2. Select location (if needed)
  3. Select care team member
  4. Share a message of gratitude with care team member
  5. Have the option to answer questions about experience with care team member
  6. Prompt: Respond with how to improve the experience (only if patient responded with "OK" "Fair" or "Poor" for at least one question)
  7. Nominate care team member for award (if enabled)
  8. Response submitted!


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